How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6

In Primavera P6, we can quickly identify behind schedule and over budget activity by using graphical indicator in User Defined Field.

I will show you how to do it.

Supposed that we have a project which has baseline. After update progress, we can show these column the see whether an activity is behind schedule:

  • BL Project Finish : Activity finish date from Project Baseline
  • Variance – BL Project Finish : Duration between BL Project Finish date and current Finish date. Calculated as BL Project Finish – Finish

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-1

Now we will create Indicator.

Go to menu Enterprise -> User Defined Fields.

Click Add to create new.

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-2

Enter Title and Select Data Type : Indicator

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-3

Close dialog.

Go to menu Tools -> Global Change. Click New.

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-4

Enter data as in below picture:

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-5

Click on Change button. Then Commit Change button

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-6

Click OK and Close.

We will show the Indicator column.

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-7

Now we can quickly see what activity is behind schedule:

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-8

We can do in similar way for the Cost.

We can show these column the see whether an activity is over budget:

  • Budget At Completion : Cost from Project Baseline
  • At Completion Total Cost = Actual Total Cost + Remaining Total Cost
  • Variance – BL Project Total Cost : is calculated as Budget At Completion – At Completion Total Cost

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-9

Create User Defined Field : On Budget Status:

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-10

Create new Global Change with below information:

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-11

Click on Change button. Then Commit Change.

We will show the Indicator column.

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-12

Now we can quickly see what activity is over budget:

How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6-13

 

Advertisements

Author: Khuong Do

Khuong Do is a Project Planner in Civil, Transportation and Oil & Gas Industry. He has worked as a Primavera Consultant Specialist since 2006 . He holds a Civil Engineering degree and a Bachelor of Information Management System. Now he is working in Petronas RAPID project, one of the biggest Refinery and Petrochemical complex, in Pengerang – Malaysia.

15 thoughts on “How to quickly identify Behind Schedule and Over Budget activity by Indicator UDF in Primavera P6”

  1. Dear Mr. Khuong,

    Can we assign UDF function on WBS? For example above, I also want to assign one column “On Status Schedule” in WBS field and It is also indicator status of Variance. Please guide me.

    Thanks,

    Like

    1. Hi anh Việt,
      At WBS level, value is summaried from activities (only certain type of UDF can be summaried like: number, date…)
      UDF with indicator can not be summaried to WBS level.
      So it is impossible 🙂

      Like

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s